MLPOX Mutual Fund

MLPOX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+5.86%
3 Months
+2.15%
6 Months
+5.23%
YTD
+25.93%
1 Year
+31.20%
3 Years (annualized)
+24.40%
5 Years (annualized)
+22.66%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPOX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+25.93%
Peer Avg (YTD)
+26.44%
vs Peers
-0.51%

MLPOX Mutual Fund Performance

MLPOX performance across multiple time periods: 1-month 5.86%, YTD 25.93%, 1-year 31.20%, 3-year 24.40%, 5-year 22.66%, 10-year 9.66%.

MLPOX returns trail the peer average of 26.44% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

MLPOX vs another fund shows side-by-side returns. MLPOX alternatives are available in the Mutual Fund Screener.